JPMORGAN CHASE & CO - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 159 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.1%.

Quarter-by-quarter ownership
JPMORGAN CHASE & CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,086,534
-80.5%
51,011
-79.7%
0.00%
-100.0%
Q2 2023$5,564,361
-4.2%
251,781
+0.4%
0.00%0.0%
Q1 2023$5,806,000
+101510.1%
250,686
-1.6%
0.00%0.0%
Q4 2022$5,714
-99.9%
254,704
-0.2%
0.00%0.0%
Q3 2022$5,329,000
+13.1%
255,235
+36.1%
0.00%0.0%
Q2 2022$4,713,000
+486.2%
187,555
+596.6%
0.00%
Q1 2022$804,000
-68.1%
26,923
-64.9%
0.00%
Q4 2021$2,522,000
+167.4%
76,631
+163.6%
0.00%
Q3 2021$943,000
+1.2%
29,070
+3.7%
0.00%
Q2 2021$932,000
+1356.2%
28,042
+1318.4%
0.00%
Q1 2021$64,000
+4.9%
1,977
-2.4%
0.00%
Q4 2020$61,000
-95.7%
2,026
-96.1%
0.00%
Q3 2020$1,416,000
+2300.0%
52,069
+2326.3%
0.00%
Q2 2020$59,000
-99.4%
2,146
-99.5%
0.00%
-100.0%
Q1 2020$10,001,000
+13790.3%
402,479
+16579.6%
0.00%
Q4 2019$72,000
-95.4%
2,413
-95.5%
0.00%
Q3 2019$1,568,000
-48.4%
53,687
-47.9%
0.00%
-100.0%
Q2 2019$3,037,000
+1.7%
103,081
+2.7%
0.00%0.0%
Q1 2019$2,986,000
+1239.0%
100,405
+1084.3%
0.00%
Q4 2018$223,000
-96.3%
8,478
-95.8%
0.00%
-100.0%
Q3 2018$6,016,000
-28.5%
202,275
-33.7%
0.00%
-50.0%
Q2 2018$8,409,000
+1.9%
305,021
-0.2%
0.00%0.0%
Q1 2018$8,255,000
+3255.7%
305,482
+3558.5%
0.00%
Q4 2017$246,000
-98.9%
8,350
-98.8%
0.00%
-100.0%
Q3 2017$21,428,000
-26.8%
697,963
-23.0%
0.01%
-28.6%
Q2 2017$29,257,000
+2.6%
906,920
+2.8%
0.01%0.0%
Q1 2017$28,520,000
+2.7%
881,892
+9.6%
0.01%0.0%
Q4 2016$27,758,000
+721.0%
804,592
+666.7%
0.01%
+600.0%
Q3 2016$3,381,000
-2.6%
104,938
+0.7%
0.00%0.0%
Q2 2016$3,470,000
+12.7%
104,211
+4.0%
0.00%0.0%
Q1 2016$3,079,000
+270.5%
100,206
+247.3%
0.00%
Q4 2015$831,000
-50.8%
28,852
-48.2%
0.00%
Q2 2014$1,690,000
-72.6%
55,697
-72.9%
0.00%
-100.0%
Q1 2014$6,169,000
+254.9%
205,776
+251.9%
0.00%
Q4 2013$1,738,000
+17.3%
58,482
+8.8%
0.00%
Q3 2013$1,482,000
+5.3%
53,745
-1.3%
0.00%
Q2 2013$1,408,00054,4700.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Phoenix Holdings Ltd. 3,954,045$99,365,0002.03%
HERBST GROUP, LLC 39,533$1,005,0000.79%
First Citizens Financial Corp 34,905$877,0000.77%
Antonetti Capital Management LLC 19,956$501,0000.53%
Orion Portfolio Solutions, LLC 399,977$10,051,0000.40%
Lumature Wealth Partners, LLC 28,375$713,0000.32%
Sierra Capital LLC 50,121$1,260,0000.23%
Kinloch Capital, LLC 13,967$351,0000.23%
Signature Wealth Management Partners, LLC 8,495$213,0000.22%
NBT BANK N A /NY 48,434$1,217,0000.19%
View complete list of ISHARES TR shareholders